Forum Private Client Group LLC
Forum Private Client Group LLC (CRD# 143075) is a financial advisory firm headquartered in Fishers, IN. They manage $158,003,807 in 838 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management158MILLION
Total Number of Accounts838ACCOUNTS
Average Account Value$188,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IN, NE, TX
Benjamen Banks (CRD# 5124959) is an Investment Advisor Representative working at Forum Private Client Group LLC in Fishers, IN and has over 11 years of experience in the finance industry. Benjamen Banks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tammy Marrs (CRD# 6121724) is an Investment Advisor Representative working at Forum Private Client Group LLC in Fishers, IN and has over 5 years of experience in the finance industry.